(TIPX) SPDR Bloomberg 1-10 Year - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US78468R8613 • Short-Term Inflation-Protected Bond
TIPX: Treasury, Inflation-Protected, Securities, Bonds
The SPDR® Bloomberg 1-10 Year TIPS ETF (TIPX) is an exchange-traded fund designed to provide exposure to U.S. Treasury Inflation-Protected Securities (TIPS) with maturities between 1 and 10 years. Under normal market conditions, the fund invests at least 80% of its total assets in the securities of the Bloomberg 1-10 Year U.S. TIPS Index and in securities with economic characteristics similar to those in the index. This approach ensures that the fund closely tracks the performance of the underlying index, offering investors a targeted way to gain exposure to shorter-duration TIPS, which are designed to protect against inflation. The fund is managed by State Street Global Advisors and is listed on the NYSE Arca under the ticker symbol TIPX. For more information, visit http://www.spdrs.com.
The ETF is categorized as a short-term inflation-protected bond fund, focusing on U.S. Treasury securities. It provides investors with a way to hedge against inflation while maintaining a relatively stable portfolio due to its focus on shorter-duration securities. The funds assets under management (AUM) are approximately $1.644 billion, indicating significant investor interest and liquidity. The average trading volume over the past 20 days is around 171,900 shares, with a last price of $19.22. The funds performance is closely tied to the fluctuations in real yields and inflation expectations in the U.S. economy.
3-Month Forecast: Based on the technical and fundamental data, TIPX is expected to trade within a narrow range. The 20-day moving average of $19.03 and the 50-day moving average of $18.94 suggest a slightly upward trend, while the 200-day moving average of $18.60 indicates longer-term stability. The Average True Range (ATR) of 0.09 reflects low volatility, suggesting that price movements will remain subdued. Fundamentally, with an AUM of $1.644 billion, the fund is well-supported, and its focus on TIPS positions it to benefit from rising inflation expectations. Over the next three months, TIPX is forecasted to trade between $18.80 and $19.40, with potential upside driven by inflationary pressures and downside limited by its short-duration focus.
Additional Sources for TIPX ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
TIPX ETF Overview
Market Cap in USD | 1,647m |
Category | Short-Term Inflation-Protected Bond |
TER | 0.15% |
IPO / Inception | 2013-05-29 |
TIPX ETF Ratings
Growth Rating | 42.9 |
Fundamental | - |
Dividend Rating | 50.9 |
Rel. Strength | 11 |
Analysts | - |
Fair Price Momentum | 18.54 USD |
Fair Price DCF | - |
TIPX Dividends
Dividend Yield 12m | 3.44% |
Yield on Cost 5y | 3.88% |
Annual Growth 5y | 12.80% |
Payout Consistency | 69.0% |
TIPX Growth Ratios
Growth Correlation 3m | 71.7% |
Growth Correlation 12m | 83.9% |
Growth Correlation 5y | 45.6% |
CAGR 5y | 2.72% |
CAGR/Max DD 5y | 0.27 |
Sharpe Ratio 12m | -0.25 |
Alpha | 1.89 |
Beta | -0.004 |
Volatility | 4.90% |
Current Volume | 118.7k |
Average Volume 20d | 227.3k |
As of May 22, 2025, the stock is trading at USD 18.92 with a total of 118,676 shares traded.
Over the past week, the price has changed by +0.16%, over one month by +0.37%, over three months by +1.56% and over the past year by +6.07%.
Partly, yes. Based on ValueRay Analyses, SPDR Bloomberg 1-10 Year (NYSE ARCA:TIPX) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 42.92 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of TIPX as of May 2025 is 18.54. This means that TIPX is currently overvalued and has a potential downside of -2.01%.
SPDR Bloomberg 1-10 Year has no consensus analysts rating.
According to ValueRays Forecast Model, TIPX SPDR Bloomberg 1-10 Year will be worth about 20 in May 2026. The stock is currently trading at 18.92. This means that the stock has a potential upside of +5.81%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 20 | 5.8% |